Service Forms

Use this form to request medical expense reimbursement following severance from employment.

For transferring funds from one account to another, completing a one-time Asset Re-balance, changing the allocation of future payments (Change of Future Allocation), or applying for Telephone Exchange Authorization, which allows you to exchange fu

The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 73. Upon attaining this age, it is your responsibility to request these distributions.

Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.

For the purchase of a 403(b) Annuity Contract (through Salary Reduction) to provide retirement benefits for the employee.

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement account

For transferring funds from one account to another, completing a one-time Asset Re-balance, changing the allocation of future payments (Change of Future Allocation), or applying for Telephone Exchange Authorization, which allows you to exchange fu

For establishing privileges to withdraw funds from your contract without incurring a surrender penalty. Must meet requirements outlined on the form.

Use this form to make a one-time withdrawal from mutual fund group retirement accounts (excludes Mutual of Omaha or NEA).